Financial Adviser · CARLTON NORTH, VIC

Paul Anthony Moran

31 Years experience
Tax advice
authorised
Currently at
Carlton North, VIC
ASIC Registered · ADV 000243434

Paul Anthony Moran is a financial adviser based in Carlton North, Victoria, with 31 years of experience in the financial services industry. Paul is currently authorised under Mpfinplan Pty. Ltd.. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995
Masters of Business Administration
Deakin University
1999
Certified Financial Planner
Financial Planning Association
1999
Diploma of Financial Planning
Deakin University
2011
Masters of Taxation and Financial Planning
UNSW
2022
Doctor of Business Administration

Registration History

Jan 2013 - Present Current
GUARDIANFP PTY LIMITED
Dec 2003 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register